Read Goldacre's own David Bloom share his hard-hitting thoughts on Data Centres, as he provides a strong rebuttal to Jim Chanos' FT article -Read more here
The marketplace is developing rapidly, partly as a result of the pandemic, sure, but also due to large demand for high performance products.
Demand for data centres is not slowing down
Through a legacy US-centric lens, there may be a rationale to Chanos taking such a hedge. Yet on reviewing his arguments and thesis, I cannot share his opinion.
In many ways, perhaps this will create some hiatus in the investment market that will allow Goldacre to do what it does best – invest in the teams that are building the future.